Planning Analyst
Company: Hantz Group
Location: Taylor
Posted on: May 22, 2023
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Job Description:
Hantz Group is a Michigan-based financial company that works
with individuals and businesses to help them - - achieve their
financial goals. We are a Family Office that offers a multitude of
services tailored to each individual - - - client. We deliver a
team of professionals that are experts in their specific
disciplines, yet work in collaboration to - coordinate superior
outcomes for our clients. By taking our holistic approach, we
strive to reduce stress and save time for our clients so that they
can focus on what's most important for their families. -Areas of
focus:*Asset Management* Insurance*Banking & Cash Management*Estate
Planning*Financial Planning & Retirement*Tax Strategy and
Planning*Debt (Commercial and Consumer Lending)*Property & Casualty
Insurance (Personal & Business) -As a Planning Analyst, you will be
integrated into the Family Office. - Working closely with our
Financial Advisors will broaden your knowledge about the financial
services industry and the important part that Tax Planning and
Insurance plays in a client's overall financial health. - Our
flexible working hours will allow you to gain valuable hands on
experience in the field while obtaining your degree. - Your work
will include, but is not limited to: -Essential Job Functions: - -
Assist in booking appointments - - Participate in meeting prep - -
Assist advisors with client services - - Coordinate business and
meetings with advisors, tax team and estate planners - -
Opportunities for growth through acquiring FINRA Securities
Licenses available - - Comply with all Industry Rules and
Regulations - - All other tasks as assigned -Education / Knowledge
& Skills: - - Pursuing a Bachelor's Degree - - Interest in pursuing
a career in financial services - - Availability to work 20-25 hours
a week - - Strong oral and written communication skills - -
Effective time management skills and able to work independently - -
Detail oriented and strong analytical problem solving skills - -
Ability to complete industry licensing - - Ability to use
constructive criticism to positively influence work - - Proficient
in Microsoft Office -Hantz Group's headquarters is located in
Southfield, Michigan. - We maintain additional offices serving
communities in Northern Michigan, Mid-Michigan, the Capital area,
Metro Detroit, Southern Michigan, and the Toledo and Cleveland - -
markets. -THIS -POSITIONS IS AVAILABLE AT OUR OFFICES THROUGHOUT
MICHIGAN AND NORTHERN OHIOPowered by JazzHR
Keywords: Hantz Group, Taylor , Planning Analyst, Professions , Taylor, Michigan
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